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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Angela who wrote (12159)	12/31/1997 3:03:00 AM
From: James Word	Read Replies (1) \| Respond to of 25960

Angela RE: Intel and Canon Intel is using Canon's 300mm tool only because Canon is currently the only stepper manufacturer selling a 300mm tool. I'm sure that Intel would much rather be using a 300mm stepper from it's normal suppliers, SVGL and Nikon. Don't look for Intel to be placing any big orders for Canon steppers. As soon as Nikon and SVGL come out with their own 300mm systems, Intel will buy one of them I am sure. The Intel/Canon relationship is one of convenience. Right now, Canon is the only game in town for 300mm. So far, I know of no process where Intel is using a Cymer laser in production. That will probably change in a couple of years once the 0.18um generation kicks in. Intel and IBM are probably the only companies capable of 0.25um production without a Cymer laser. That is because SVGL who supplies them with the Micrascan II QML has such limited production capability and can only supply Intel (and to a lesser extent IBM) with large supplies of these "Cymer-less" systems. Everyone else wishing to get into 0.25um must get a ASML, Canon, or Nikon excimer stepper. James Word